Original filing (PDF)20251008233914NAL0006020353001

Capital Gate Insurance Agencies Corp. DBA Capital Gate Insurance Group

Name: Capital Gate Insurance Agencies Corp. DBA Capital Gate Insurance Group — Form 5500 Plan 001 (2024)
Creator: Capital Gate Insurance Agencies Corp. DBA Capital Gate Insurance Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Capital Gate Insurance Group 401(k) Plan

401(k) retirement plan · Capital Gate Insurance Agencies Corp. DBA Capital Gate Insurance Group's Capital Gate Insurance Group 401(k) Plan held $830K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$830K

Net assets (EOY)

$830K

Plan identifiers

Capital Gate Insurance Agencies Corp. DBA Capital Gate Insurance Group's EIN is 45-0701584.

EIN 45-0701584

Plan number 001

Plan year 2024

ACK ID 20251008233914NAL0006020353001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Capital Gate Insurance Agencies Corp. DBA Capital Gate Insurance Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Capital Gate Insurance Agencies Corp. DBA Capital Gate Insurance Group's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAPITAL GATE INSURANCE AGENCIES CORP. DBA CAPITAL GATE INSURANCE GROUP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

CAPITAL GATE INSURANCE AGENCIES CORP. DBA CAPITAL GATE INSURANCE GROUP

EIN

all filings

Address

1843 CENTRAL AVENUE · ALBANY, NY · 12205

Phone

(518) 389-2610

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator